Mint by Investwell vs OFA Client Uso e estatísticas

Mint by InvestWell is brought to you by Excel Net Solutions Pvt Ltd - a pioneer in providing wealth management applications. This app provides information about Mutual Fund Schemes in India. Fact sheets for mutual fund schemes in India are also provided. The details include, Fund Objective, Features, Return Performance, Holdings, NAV Graph. Performance comparison of Schemes by return is provided. Financial Calculators are also provided for easy reference. Investors can access their Portfolio Online and transact also. Please contact you advisor / distributor for enabling this service for you. Wealth Advisors & Distributors are encouraged to register with InvestWell to allow portfolio access to their clients. Please email us at sales@investwellonline.com for details. To know more about Excel Net Solution Pvt Ltd, please visit our website http://www.investwellonline.com Disclaimer : Mutual Fund Investments are subject to market risks. Read all scheme related documents carefully. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. InvestWell cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website. Investors are advised to take expert advice before taking any decision. You may please refer respective AMC website for more details.
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Stay on track with your portfolio on the go!! OFA Client is created for mutual fund investors to track and monitor their mutual fund schemes, request for portfolio reports, view transaction details, know upcoming SIPs and much more. This uniquely created app is only restricted to those clients whose IFAs are registered users of OFA Plus. 
Key features of OFA Client App: 1. Mutual Fund dashboard 2. Asset-wise Mutual Fund portfolio view 3. Applicant wise portfolio view 4. SIP Dashboard 5. Scheme wise portfolio status 6. Online transaction facility (Exchange integrated) 7. Track NAV for any scheme in your portfolio 8. Email request to receive summary reports Disclaimer:
Meant for Clients of Advisors who are registered with OFA. Mutual Fund Investments are subject to market risks. Read all scheme related documents carefully before investing. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. OFA cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website. Clients are advised to take expert advice before taking any decision. You may please refer respective AMC website for more details.
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Mint by Investwell versus OFA Client comparação de classificação

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Mint by Investwell VS.
OFA Client

janeiro 3, 2025